Demand for compute will skyrocket given AGI even if AGI turns out to be relatively compute-efficient. The ability to translate compute directly into humanlike intelligence simply makes compute much more valuable.
Since AGI isn't here yet, the eventual implementation that breaks through might be based on different technology; for example, if it turns out to need quantum computing, investing lots of money to build out current fabs might turn out useless.
Input and output, given that they must connect with the physical world, seems to me to be the likely limiting resource, unless you think isolated virtual worlds will have value on to themselves
An AGI can presumably control a robot at least as well as a human operator can. The hardware side of robotics is already good enough that we could leverage this to rapidly increase industrial output. Including, of course, producing more AGI-controlled robots. So it may well be the case that robot production, rather than chip production, becomes the bottleneck on output growth, but such growth will still be extremely fast and will still drive demand for far more computing capacity than we're producing today.
mook|1 year ago
slashdave|1 year ago
no_op|1 year ago